equities

The dollar continues to remain firm against most of the majors; global stocks down sharp. Risk appetite took another turn for the worse; dollar bloc and scandis remain most sensitive. Outside the carnage in EM equities, funding strains are…

The dollar is firmer against nearly all the majors amid risk aversion; European stocks at a 6-day low. Markets are likely to focus on the US data in today’s session; downside surprise supportive of USD. PBOC expects to see less upward…

We’re watching an interesting development in Brazilian equities. Over the past five trading sessions the BOVESPA has doubled the performance of the S&P500, up 12 percent vs 6 percent

As usual, I find Felix Zulauf’s commentary very perceptive. He has been right consistently for the whole of 2011 in predicting where things have gone. What he is saying is that the fundamentals in the west are weak and now that growth is…

Two charts showing the latest trends in markets around the world

The classification of assets according to such dreary concoctions as "mid-cap growth," comparative asset benchmarks is now over.

Comstock Partners present lengthy lbullet points supporting thesis that secular bear market is still intact.

In America everyone has been bellyaching about the S&P ratings downgrade like its an affront to the greatness of America. This is absolute rubbish. It’s pure denial and economic nationalism. Do you think the Germans would threaten to…

If we have learned anything from the current financial mess, it’s that building wealth is dependent on rational analysis, careful decision making, and risk management. That’s why sticking close to home at a time when our markets are more…

We repeat: the “debt problem” is a currency problem and the currency must and will collapse. The global monetary system exists at the pleasure of the Fed, which legally exists at the pleasure of Congress, which as we have learned only has…